Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR SERIES TRUST (XSW)

105 + Investors. Track Smart Money conviction in XSW. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — XSW

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
104 hedge funds hold XSW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XSW is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

38 buying51 selling
Last quarter: 51 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 10 → 18 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

56% conviction (2yr+) 20% medium 24% new
58 out of 104 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

30 → 14 → 10 → 18 → 16 new funds/Q
New funds entering each quarter: 14 → 10 → 18 → 16. A growing number of institutions are discovering XSW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

57% veterans 12% 1-2yr 30% new
Of 105 current holders: 60 (57%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
16 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XSW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XSW

How many hedge funds hold XSW — quarterly history vs. share price
Quarterly hedge fund ownership of XSW vs. share price

Market Analysis: XSW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSW

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: XSW
2026 Q1 Stats Unlock in 20 days 105 + Investors

Track Smart Money conviction in XSW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 105 -
13F Shares 1M 1M 1.64%
Total Value $235M $244M -3.79%
New Positions 16 19 -3
Increased Positions 23 22 +1
Closed Positions 16 15 +1
Reduced Positions 36 29 +7
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XSW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSW. Verified SEC 13F-HR filings.

Top 25 institutional holders of XSW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGuire Investment Group, LLC 1.07% 66,286 $9.4M
2 High Point Wealth Management, LLC 0.56% 4,067 $579K
3 Essex LLC 0.39% 15,356 $2.2M
4 FIFTH THIRD SECURITIES, INC. 0.28% 30,499 $4.3M
5 Grant Private Wealth Management Inc 0.26% 3,379 $481K
6 American State Bank (Iowa) 0.22% 1,500 $231K
7 Sharper & Granite LLC 0.07% 1,525 $217K
8 Beacon Financial Advisory LLC 0.07% 2,156 $307K
9 NTV ASSET MANAGEMENT LLC 0.04% 2,823 $402K
10 Composition Wealth, LLC 0.03% 13,471 $1.9M
11 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 2,360 $336K
12 Canton Hathaway, LLC 0.01% 423 $60K
13 Financial Life Planners 0.01% 109 $16K
14 VISION FINANCIAL MARKETS LLC 0.01% 78 $11K
15 IFP Advisors, Inc 0.00% 847 $121K
16 TD PRIVATE CLIENT WEALTH LLC 0.00% 776 $110K
17 AdvisorNet Financial, Inc 0.00% 177 $25K
18 Nemes Rush Group LLC 0.00% 62 $9K
19 Sound Income Strategies, LLC 0.00% 117 $17K
20 Glass Jacobson Investment Advisors llc 0.00% 10 $1K
21 Spire Wealth Management 0.00% 89 $13K
22 NBC SECURITIES, INC. 0.00% 32 $5K
23 Bogart Wealth, LLC 0.00% 55 $8K
24 WHITTIER TRUST CO 0.00% 182 $27K
25 Central Pacific Bank - Trust Division 0.00% 11 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SPDR SERIES TRUST (XSW)

What does the Smart Money Trend signal show for XSW?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for XSW?

More sellers than buyers — 43% buying: Last quarter: 51 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XSW holders?

Elite ownership — 68% AUM from top-100 funds: 16 of 104 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in XSW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XSW?

56% of holders stayed for 2+ years: 58 out of 104 hedge funds have held XSW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.